See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,697 | $81,460-72.1% | $103,333-78.0% | $80,856-71.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,414 | $3,105-54.5% | $3,868-63.5% | $2,755-48.7% |
| Participant deferral / active EE | $3,157 | $3,869-18.4% | $5,057-37.6% | $4,296-26.5% |
| Admin fee / account holder | $1,458 | $6,566-77.8% | $8,355-82.6% | $6,918-78.9% |